Branch Financial Advisor & Client Growth Specialist

Sanlam; uMnambithi; On-site; ZAR 180,000 - 240,000; Full time

Job summary

Sanlam Developing Markets (SDM) is seeking a driven sales and client service professional to promote SRM products in-branch, provide financial advice, and cross-sell value-added services. You will handle client details, ensure regulatory compliance, and sustain strong customer relationships while meeting sales targets.

The role focuses on delivering quality service, staying up-to-date with product changes, and contributing to branch performance through proactive planning and reporting.

Qualifications

• Matric (Grade 12) required.
• RE5 advantageous.
• FAIS Compliant (Wealth Management) as per DOFA requirements.
• Class of Business training to be completed within 12 months of employment.

Responsibilities

• Sales delivery and product promotion in a branch context.
• Gain and maintain understanding of SRM product ranges.
• Identify client needs and recommend suitable products.
• Validate client details in line with regulatory requirements and submit new business.
• Conduct due diligence on clients to identify risks and ensure compliance.
• Manage daily appointments and accommodate walk-ins.
• Provide in-branch client service and maintain client profiles.
• Log activities and report on weekly/monthly metrics.

Skills

Sales delivery

Client service

Cross-selling

Regulatory awareness

Education

Matric (Grade 12)

RE5 advantageous

FAIS Compliant (Wealth Management)

Class of Business training (within 12 months)

Tools

Job description

Sanlam Developing Markets (SDM) is seeking a driven sales and client service professional to promote SRM products in-branch, provide financial advice, and cross-sell value-added services. You will handle client details, ensure regulatory compliance, and sustain strong customer relationships while meeting sales targets.

The role focuses on delivering quality service, staying up-to-date with product changes, and contributing to branch performance through proactive planning and reporting.